A detailed history of Schechter Investment Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 4,921 shares of CAT stock, worth $2 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,921
Previous 4,786 2.82%
Holding current value
$2 Million
Previous $1.59 Million 20.7%
% of portfolio
0.19%
Previous 0.16%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$316.8 - $391.12 $42,768 - $52,801
135 Added 2.82%
4,921 $1.92 Million
Q2 2024

Aug 12, 2024

SELL
$321.47 - $379.3 $23,467 - $27,688
-73 Reduced 1.5%
4,786 $1.59 Million
Q1 2024

May 06, 2024

SELL
$278.63 - $366.43 $166,063 - $218,392
-596 Reduced 10.93%
4,859 $1.78 Million
Q4 2023

Jan 17, 2024

BUY
$226.05 - $298.12 $29,838 - $39,351
132 Added 2.48%
5,455 $1.61 Million
Q3 2023

Nov 06, 2023

SELL
$240.58 - $288.65 $17,802 - $21,360
-74 Reduced 1.37%
5,323 $1.45 Million
Q2 2023

Jul 26, 2023

SELL
$205.75 - $247.67 $57,815 - $69,595
-281 Reduced 4.95%
5,397 $1.33 Million
Q1 2023

Apr 28, 2023

BUY
$215.01 - $264.54 $16,770 - $20,634
78 Added 1.39%
5,678 $1.3 Million
Q4 2022

Feb 13, 2023

BUY
$171.23 - $243.14 $59,930 - $85,099
350 Added 6.67%
5,600 $1.34 Million
Q3 2022

Nov 04, 2022

SELL
$162.44 - $198.25 $201,750 - $246,226
-1,242 Reduced 19.13%
5,250 $861,000
Q2 2022

Nov 03, 2022

BUY
$178.67 - $235.08 $1.16 Million - $1.53 Million
6,492 New
6,492 $1.16 Million
Q1 2022

Nov 18, 2022

BUY
$182.83 - $229.87 $395,461 - $497,208
2,163 Added 41.2%
7,413 $1.65 Million
Q4 2021

Dec 27, 2022

BUY
$188.94 - $214.25 $347,649 - $394,220
1,840 Added 35.05%
7,090 $1.47 Million

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $214B
  • Description
  • Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...
More about CAT
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